See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,075 | $181,894-22.4% | $156,549-9.9% | $273,961-48.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,657 | $6,248-73.5% | $5,501-69.9% | $4,869-66.0% |
| Participant deferral / active EE | $5,122 | $5,550-7.7% | $4,871+5.1% | $5,287-3.1% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |